Life Insurance High School

Erin Nieschulz Da Cruz

Email: ********@*********.***

Address:

City: Vancouver

State: WA

Zip: 98684

Country: USA

Phone: 602-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

Tenacious, fully licensed financial advisor (Series 7 and 66, Life/Health), with a verifiable performance history of success and a forte in life insurance, annuity, and investment sales. The favorable outcomes in my career are founded in relationship building that naturally carries into production. Backed by a decade of work in the financial industry, I have experience in virtually all insurance/investment/banking products and have finished most recently with experience as a small business owner.

Educational Background:

High School Dipolma from ASU West /PVCC, Phoenix AZ 1/2001 to 12/2012 (Economics)

High School Dipolma from College for Financial Planning, Phoenix AZ 1/2001 to 12/2012

Job History / Details:

Summary

Tenacious, fully licensed financial advisor (Series 7 and 66, Life/Health), with a verifiable performance history of success and a forte in life insurance, annuity, and investment sales. The favorable outcomes in my career are founded in relationship building that naturally carries into production. Backed by a decade of work in the financial industry, I have experience in virtually all insurance/investment/banking products and have finished most recently with experience as a small business owner.

Highlights

FINRA Series 7 and 66 Licensed

AAMS

Life/Health Licenses in most states

Annuities

P&C Insurance & Banking

Tax Considerations for small businesses

QuickBooks & Payroll

Microsoft Office Proficient

Excellent written and verbal communication skills

Brazilian Portuguese

Accomplishments

Retained an Ultra High Net Worth client and subsequently fulfilled Universal Life Policies ranging from $1M each for the two children to $5M for Mr. and Mrs. (One of whom was an heir to a rival insurance company).

Served as an active member of previous firm's Political Action Committee (PAC), meeting personally with politicians such as Senator John McCain and U.S. Representative Stephanie Herseth Sandlin.

Selected by management (and later elected by peers to continue as), the PRIDE leader for the region.

Played a pivotal role in previous employer's transition to becoming more appealing to even the most sophisticated of investors.

Experience

March 2011 to December 2012

Da Cruz Services LLC Vancouver, WA

Owner

Acquired seven contracts with major grocery chain Fred Meyer/Kroger to establish business in both WA and Portland, OR areas.

Maintained excellent working relationships with store directors and executives.

Ensured that work of employees consistently exceeded quality report expectations.

Managed hiring, payroll, business tax, and other tasks related to 23 employees who complete the nightly commercial floor cleaning of the largest Fred Meyer grocery chains in the greater Portland, OR and Vancouver, WA areas.

October 2007 to January 2011

USAA Financial Planning Services Phoenix, AZ

Financial Advisor

Built rapport, conducted thorough interviews to determine each client's individual personality, risk tolerance, needs and goals.

Recommended and established appropriate products and solutions.

Exceeded employer established goals in mutual funds and managed money.

Far exceeded Universal/Whole/and Term Life Insurance goals in both number established, as well as average face amount.

Regularly contributed 50 percentage to 100 percentage of the team daily annuity goals (on a team of 10-13 people). This resulted in a final rank of number two in a tier of 200 advisors in the region.

August 2006 to October 2007

USAA Federal Savings Bank Phoenix, AZ

Bank Servicing Specialist

Established new accounts/reviewed applications for credit while attending customer inquiries/service requests for all banking products (checking, savings, CD, credit cards).

Referred, as appropriate, to other USAA lines of business for financial advice/insurance/and other areas for new products.

January 2003 to August 2006

USAA P&C Phoenix, AZ

Auto and Property Claims Adjuster

Served as first point of contact for insureds/claimants at time of auto/property loss.

Efficiently reviewed claims photos/estimates and issued checks accordingly for losses ranging from simple auto collisions to catastrophic scale losses such as Hurricanes Rita and Katrina.

Trained other employees up to and including new managers. Chosen to deploy to New Orleans area for Hurricane Katrina.

Education

2013 ASU West /PVCC Phoenix, AZ

Bachelor of Arts Economics

2009 College for Financial Planning Phoenix, AZ

AAMS Accredited Asset Management Specialist

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